Consultancy Services strives to do its best work with every client we have. This proposal contains the suggested approach, scope, and budget for coaching and training the ABC Staffing Firm Finance team.

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This proposal contains the topics listed below.

ABC Staffing Firm is a multinational human resource consulting firm headquartered in Birmingham, Alabama that provides business and staffing solutions to organizations around the world. It has 1,231 branches in 22 countries, employing some 17,000 staff members.

The ABC Staffing Firm Finance team has strong financial skills. Furthermore, the Finance leaders are good at understanding the businesses that they serve. They are proactive in looking for ways to improve the financial processes. That is, they listen to what the businesses need, and look for ways to do it better.

Additionally, the culture of ABC Staffing Firm and the Finance team have experienced significant change over the past several years. This will continue as the team integrates their systems. Change requires adaptation and the acquisition of new skills.

In anticipation of future growth (such as, future acquisitions and the integration of distinct finance systems), the Finance team would be well-served by a strategic approach for succession planning and developing their leadership bench.

The Chief Financial Officer (CFO) and Finance team are seen as partners by the divisions with which they work. Therefore, in accordance with the newly developed strategic approach, the

• CFO needs to continue to provide his/her guidance and leadership to the group presidents and other company senior leaders, and
• Finance team needs to
  • learn how to build a new culture, including the talent needed for future growth, and
  • develop stronger leadership skills, improving their ability to influence and navigate.

Consultancy Services will

• work with the CFO to build a strategic approach and process in developing future leadership talent, and the leadership culture and leadership flow
• provide the CFO guidance and counsel on the leadership of her team, peers, and other senior leaders
• assess each leader to identify his/her strengths, development opportunities, and skill gaps, and
• help leaders identify specific areas for optimal growth and assess future leadership potential.

The following are some of the topics/issues that Consultancy Services addresses during an executive coaching engagement:

• self-development and performance enhancement including communicating with a special emphasis on listening, inspiring and motivating
• setting and providing feedback on clear expectations
• holding people accountable in a constructive manner
• expanding leadership skills, knowing that the skills that have allowed the executive to get to where they are may not be enough to sustain them as they move forward in their career
• managing transitions and new responsibilities
• time management, and
• change management.

Because we created and own every aspect of Consultancy Services and all of our consulting and training products, we are able to deliver an integrated offering with unique and comprehensive value beginning with assessments and continuing through complete executive coaching/consulting, training, and development. With our expert team of coaches and trainers and a unique arsenal of more than 50 products, we customize a specific approach for each our clients – and we deliver measurable results.

Confidentiality is an important element of the consulting engagement. The participant and coach must develop a relationship of mutual trust. All Consultancy Services agreements remain confidential. This is made clear to the participant at the beginning of the consulting engagement.

The table below describes the Consultancy Services roles and responsibilities for consulting and training the ABC Staffing Firm Finance team.

Consultancy Services recommends a phased approach for consulting and training the ABC Staffing Firm Finance team. The table below describes this approach.

The table below provides the details for the Leadership Team Strategy Session.

The table below provides the details for the Transforming Your Culture Session.

On a weekly basis, the Consultancy Services Coach submits a confidential report to the Client Services Director detailing the

• agenda for sessions
• accomplishments, and
• actions taken.

On a monthly basis, the Consultancy Services Coach completes and reviews with each participant written coaching reports detailing the

• coaching accomplishments, and
• areas that require continued focus.

Reminder: The Client Service Director

• meets monthly with the coaching team to track progress, and
• schedules monthly conference calls with the participant’s boss and HR partner (if appropriate) to update and communicate progress.

Client: Joe Smith

Coach:Tom Brady

Coaching Period:January 2016

Coaching Goals:

• Communication skill development to prepare for next level of executive management.
• Advanced talent assessment skill development to prepare for the next level of executive management.

Accomplishments:

• Has grown his financial acumen in areas of forecasting and report interpretation.
• Great improvement in overall communication skill development, particularly in listening skills with subordinates and peer groups.

Areas to Continue to Develop:

• Continue to advance development and refinement of communication skills
• Continue to advance talent assessment skill set development, with particular focus on the synergies of talent assessment and change management.

Consultancy Services executive coaching program is in over 25 industries. We work extremely well with high performers and senior leaders to help them accomplish their goals and advance their careers by

• enhancing their leadership and communication skills, and
• guiding them to build successful teams and organizations.

Additionally, Consultancy Services has

• a deep working knowledge of the staffing industry, including the marketplace and ABC Staffing Firm competitors, and
• extensive experience working with CFOs.

After 6 years of research and development, Consultancy Services built a state-of-the-art talent management assessment system with many unique attributes, unlike any on the market today. It provides actionable data to senior leaders. For example, we can create benchmarks for specific jobs. Ultimately, our system brings clarity, specificity, and predictability to the hiring and development process.

Skilled Consultancy Services Coaches are the best in the field with expansive corporate experience running various business functions including the financial aspects of running a business (such as , Profit and Loss (P&L) statements and cash flow accountability) from a variety of functional perspectives—sales, marketing, development, and manufacturing.

The table below provides the estimated fees for coaching and training the ABC Staffing Firm Finance team.

Travel costs are billed separately.